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How Rule Actions Work in Sumung

An Auto Rule's Actions define what happens automatically once a transaction matches its Conditions. In the Create/Edit Rule form, go to the Actions section and…

Steps

  1. In the Create/Edit Rule form, go to the Actions section and click "Add Action."
  2. Choose an Action Type - for example "Set Category" (pairs with a Chart of Accounts picker) or "Set Contact" (pairs with a Contact picker).
  3. You can add more than one action to a single rule, e.g. setting both Category and Contact at once.
  4. Save the rule - every future matching transaction has these actions applied automatically.

Related Articles

  • How to Create Auto Rules in Sumung
  • How to Define Rule Conditions in Sumung
  • How Rule Priority Works in Sumung

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